When you are a little bit different from someone, you may envy him and be jealous of him.

But when the gap between you and others is particularly huge, jealousy will slowly disappear, and even envy will disappear.

Nanshan Semiconductor has made such a big move in the past half a year, and its popularity in China has slowly risen.

At least in the industry, it is an existence that everyone knows and everyone knows.

Now, Nanshan Semiconductor suddenly officially announced the acquisition of the American chip giant Nvidia, which is more like a bombshell thrown into the semiconductor industry in China.

It was even thrown into the global semiconductor industry.

Everyone is living in dire straits, but Lingnanshan Semiconductor has opened the mode of buying, buying, buying.

I used to buy some small chip design companies with low value, anyway, such companies have a lot of them in Silicon Valley.

But for a manufacturer of Nvidia's level, the situation is different.

Nanshan Semiconductor acquired Nvidia, which is completely famous in the industry.

BYD still had some ideas to compete with Nanshan Semiconductor before, but now it has almost given up.

"Mr. Wang, I think in the future, BYD Semiconductor will focus on power components, and other memories and chips will be designed and produced by companies such as Nanshan Semiconductor and Huawei HiSilicon."

"Otherwise, if our stall is relatively large, it is likely that no components will be done well, and no products will be competitive."

Liang Chuanqing feels that BYD Semiconductor needs to have some trade-offs at this time.

Everyone wants to do a good job in semiconductors, but if you do everything, you will definitely not be able to do it.

Even a chip giant like Intel doesn't dare to engage in any chip, let alone BYD Semiconductor?

Wang Fu naturally has a clear understanding of this situation.

It's just that he thinks that the company still needs to have a certain chip design and production capacity, otherwise it will be very passive when designing related parts.

Even BYD Semiconductor needs to have the production capacity of some chips that are not so advanced in technology, and when necessary, the parts on BYD cars can be used.

This can also be regarded as a way to ensure the safety of the chip.

"According to the current rhythm, Mr. Cao said before that he would prepare 500 yuan for Nanshan Semiconductor to burn, which should not be a big deal."

"Up to now, Nanshan Semiconductor has burned at least more than 10 billion yuan."

"It's not even a year, and there's a lot of money to burn in the future."

"Such a high-intensity cash-burning program is obviously not suitable for us."

Although BYD's financial report is still relatively bright, it is stressful to earn 10 billion in a year, not to mention earning 1 billion.

In this case, it is naturally impossible to invest so much money to burn.

"Yes, we have BYD Nanshan Semiconductor Company with Nanshan to be responsible for the design of the chip, and the production of the chip will definitely be handed over to the magic capital factory of Nanshan Semiconductor."

"I think we can also take this opportunity to deepen our cooperation in the field of semiconductors."

"If you want to realize the procurement of chips in China, in addition to pinning your hopes on Nanshan Semiconductor, other manufacturers are estimated to be unreliable."

"Especially for automotive-grade chips, Bosch, Continental, and Denso manufacturers will never use chips from Huaxia manufacturers, and some manufacturers can't find customers even if they design and produce products."

"Nanshan auto parts to almost all domestic OEMs are supporting parts, especially with independent brand car companies The relationship is very good."

"If our BYD Semiconductor, BYD Nanshan Semiconductor, and Nanshan Semiconductor companies can carry out a certain degree of division of labor and avoid duplicate investment in resources, then the pace of localization of vehicle-grade chips in the future should be very worth looking forward to."

As soon as Liang Chuanqing said this, Wang Fu was immediately moved.

Anyway, if you can't get the chips yourself, no matter where you buy them, you have to buy them out.

In this case, it is better to cooperate with Nanshan Semiconductor and strive to make all the automotive-grade chips domestically produced.

When the time comes, the cost of the later models will definitely be able to achieve a significant reduction.

There is a saying in the market that there is no car that is not easy to sell, only a price that is not easy to sell.

Even if the quality of Zotye is very poor, as long as the price is low enough, there are still many people who buy it.

"Power components must be used on the PCU, and some parts on the electric vehicle also need to be used."

"Our company focuses on power components, communicates more with Nanshan Semiconductor, and everyone adjusts the focus, I think this plan is feasible."

"Otherwise, it will not be a good thing to make BYD Semiconductor and Nanshan Semiconductor competitors at that time."

Wang Fu now has a very clear understanding of the strength of BYD Semiconductor.

From the time Nanshan Semiconductor began to acquire Renesas' wafer fab and packaging and testing plant, Wang Fu had already realized that everyone may not exist at the same level.

Now that Nanshan Semiconductor has spent a lot of money to acquire Nvidia again, Wang Fu knows that BYD Semiconductor has no way to be on an equal footing with others.

It is very good to be able to be a little brother and share the dividends of the development of the industry.

"I'll arrange this in person."

"No matter what kind of competition we have in private, we must not stiffen the relationship on the surface."

"I believe that Nanshan Semiconductor should also have this understanding."

"So the final cooperation is likely to be negotiable."

Liang Chuanqing is familiar with many people in Nanshan Group.

It's hard to say what your relationship will look like in the future, but at least on the surface, you can still get by.

However, BYD Semiconductor can get by on the bright side, but Samsung Electronics can't.

Seeing the continuous development and growth of Nanshan Semiconductor and the continuous expansion against the trend, the people of Samsung Electronics are really anxious.

In their view, China's semiconductor market is an important development direction for Samsung Electronics.

If this is mixed up by Nanshan Semiconductor, the impact will be great.

"Mr. Park, I asked people in Silicon Valley to find out, and the reports on the Internet are basically true."

"Nanshan Semiconductor also made a bloody investment this time, spending $1 billion in cash to acquire Nvidia."

"However, this shows that they attach great importance to the semiconductor industry, which will bring a lot of obstacles to the development of Samsung Electronics in China in the future."

As an executive of Samsung Electronics in Huaxia, Lee Jae-rim is not only responsible for the operation of Samsung's first semiconductor factory in China, but also the deputy general manager of Samsung Huaxia.

Having been in Huaxia for so many years, he is very optimistic about the market prospects of Huaxia.

So even if he had the opportunity to return to China, he refused.

Ning is the head of the chicken, and he is probably talking about Li Zailin.

Although he didn't take it as a head, he was definitely much more comfortable than in Goryeo.

"Nanshan Semiconductor's status in China is now special, it is needless to say that it has won so many national science and technology progress awards in January, and the leaders who have visited Nanshan Group in recent months are also at a very high level."

"In this case, it should not be very difficult for them to find bank loans to acquire chip companies."

"If we want to start to hold them back from this aspect, I guess it will be more difficult."

"The main thing now is to figure out what the strength of Nanshan Semiconductor is, and whether it will bring a real threat to the development of Samsung Electronics."

Although Park Geun-hee was also a little irritable in his heart, his tone of voice was still very calm.

As a leader, this kind of bearing still exists.

In fact, a person who babbles about everything is often difficult to become a leader.

Even if there is a breakthrough at the grassroots level, it has basically always been there.

"We also have some people who have jumped to Nanshan Semiconductor, and even some people who are willing to continue to share information with us."

"Judging from the current situation, they have built a factory in the magic capital, and the progress of construction is very fast, and it is estimated that it will be able to be mass-produced on a small scale by the end of this year."

"A lot of the equipment used in this plant is the most advanced today, so the final level may not be particularly low."

"The only thing that is difficult to judge is how high the yield rate is."

"As long as they can solve the problem of yield, they will have a firm foothold in the field of chip production."

"In the future, in Huaxia, Nanshan Semiconductor will be our main competitor, just like SMIC."

"However, although Nanshan Semiconductor has recruited a lot of international talents, it is not possible to solve various problems after the factory is put into production so quickly, I am skeptical."

Although Lee Jae-rim was a little worried in his heart, after seeing Park Geun-hee's reaction, he immediately knew that he couldn't rush it.

Before the company suffers a loss, if you shout everywhere, you may have to take the blame at that time.

He is no longer a newcomer to the workplace, so he can naturally understand these truths.

So soon, he began to change the tone of conversation.

He didn't lie anyway, and he wasn't afraid of being blamed later.

"You can consider inserting a few more people into it, and try to grasp all the first-hand information about the development of Nanshan Semiconductor."

"If we don't figure out the situation of Nanshan Semiconductor, the development of Samsung Electronics in China will always face potential threats, which should be something that everyone does not want to see."

As soon as Park Geun-hee said this, Lee Jae-rim naturally had no choice but to arrange it honestly.

As for whether you can really get such clear information, then sometimes you have to rely on making it up.

Anyway, as long as the compilation is good enough, it will be difficult for ordinary people to even want to debunk it.

……

Nanshan Semiconductor has made such a big move, in addition to the attention of peers in the industry, institutions at all levels in Huaxia are naturally very concerned.

Liu Tianwu shared an important news with Cao Yang for the first time.

"Mr. Cao, a vice president of the Government Council will lead a team to Nanshan Semiconductor for inspection and exchange in a few days."

"It is estimated that there will be relevant departments to start docking with you soon."

"At that time, the leaders of several related ministries and commissions will also follow to investigate, and everyone is now full of expectations for Nanshan Semiconductor."

Obviously, Nanshan Semiconductor has now completely erected the banner, and many people are watching.

Don't look at Huaxia's semiconductor industry, in fact, it doesn't mean that Huaxia doesn't pay attention to this aspect of development.

In 1994, Huaxia began to vigorously support the development of the semiconductor industry and established a number of enterprises such as SMIC.

However, due to the limitations of technical level and capital, Huaxia's semiconductor industry has been in a trough for a long time.

But that doesn't mean it's not valued.

In the past, there was not a lot of confidence, and there was a debate about what technology should be used to develop the limited funds first.

Obviously, semiconductors, a difficult technology, are not the top priority, and there are many more important and urgent projects that have been put in front.

But now that Nanshan Semiconductor has begun to make a name for itself, the situation is obviously a little different from before.

At this time, Huaxia's view of the semiconductor industry naturally began to change.

Otherwise, the reorganization of the School of Semiconductors at Lingnan University of Technology would not have been approved so quickly.

Even the poaching of people from various colleges and universities did not cause any backlash.

There's a reason for that.

"Welcome at any time, our design center of Nanshan Semiconductor in Yangcheng and the semiconductor equipment division of Nanshan Equipment now have some achievements that can be displayed and exchanged."

"Nanshan Semiconductor also has a very clear plan for the future, and it can be introduced to the leaders at any time."

Although sometimes visiting Cao Yang will waste a lot of time.

But it has to be said that these visits are indispensable.

If you want Huaxia to support your development, you must let everyone know how your strength is, right?

Otherwise, the introduction of various policies and preferential tax policies will not be a spectrum in everyone's hearts.

Especially in recent years, there have been some messy things in many industries, and it is not uncommon for good policies to fall into the pit in the end.

"At that time, Lingnan Province and Yangcheng City will be accompanied by relevant personnel, and you don't need to worry about the relevant preparation arrangements."

"As long as the situation of Nanshan Semiconductor is well introduced, so that everyone knows the next development plan of Nanshan Semiconductor and is full of confidence in its future, it is enough."

"Of course, everyone is also very concerned about the construction of the Modu wafer factory, and you can report the relevant progress at the same time."

Liu Tianwu naturally attaches great importance to this visit, so he is also ready to take people to participate in various arrangements.

In this regard, Yangcheng City must be more experienced than Nanshan Group.

And just when everyone was preparing for this visit, Nanshan Semiconductor's acquisition of Nvidia was also further fermenting.

In the past, it was mainly people in the IT industry who were paying attention to this matter, but slowly, even people in the automotive industry began to pay attention to it.

Especially those auto giants, they know better than the domestic independent brand car companies the meaning behind the car-gauge level chips.

Chris, Ford's purchasing director, called Cao Yang personally.

"Cao, is your group preparing to produce its own automotive-grade chips in the future?"

Although Ford Motor is also a big business, it is really not involved in chip production.

All of Ford's automotive-grade chips are purchased through suppliers.

After all, whether it is ECU or TCU, or instruments and displays, these things are purchased from suppliers.

And the suppliers who produce these parts are not chip suppliers.

It is equivalent to saying that the chip is not only not a first-level component of a car company, but not even a second-level component, but has gone to the third and fourth levels.

In this way, as long as there is no problem with these things, the attention received is not high.

It is normal for OEMs to not even know which one is used for the chips on their ECUs.

As the purchasing director of Ford Motor, Chris can realize the importance of vehicle-grade chips and personally call Cao Yang to communicate, which can be regarded as more avant-garde.

"In addition to producing our own cars, our Nanshan Group also has a large number of auto parts business."

"There are many chips that are purchased through traders, and when we talk about annual price reductions every year, there is no room for price reduction."

"And the procurement cycle of these chips is very long, generally more than half a year, or even eight or nine months is very normal."

"Although the price of a single chip may not be very expensive, the value is still not low if you count the various chips used in the entire car."

"The most important thing is that as a large auto parts company, we have no confidence in the supply of chips, and supply problems may occur at any time."

"It's a hard thing to accept and something our customers don't want to happen."

"With these in mind, I am ready to let Nanshan Semiconductor start producing automotive-grade chips by itself."

"In the future, we will use our own chips, which will not only ensure the supply, but also provide OEMs with a price reduction plan."

Cao Yang briefly explained, and then focused on the two issues that the procurement department of the main engine factory was most concerned about: ensuring supply and cost reduction.

As for the other considerations behind the semiconductors, Cao Yang will definitely not tell Chris.

These are the key development strategies of Nanshan Group in the future, how can they be said casually?

And Chris also very much agrees with Cao Yang's statements.

After all, what Cao Yang said is an objective fact, and it is also in line with Chris's cognition of vehicle-grade chips.

For a long time, automotive-grade chips have not been advanced chips, or even products produced by backward chip technology.

Therefore, the price of a single chip is not very high, but the requirements for stability are very high.

This kind of part is a bit unattractive to international auto giants such as General Motors and Ford Motors.

They themselves do not need to worry about the supply of these chips, after all, they are all produced in their own countries or sister countries.

This situation is not quite the same as the situation faced by Huaxia enterprises.

"Your considerations are very reasonable, but at such a big cost, if you just engage in the supply and price reduction of some automotive-grade chips, I'm afraid the effect is very limited, right?"

"Everyone is already using mature equipment to produce automotive-grade chips, and you Nanshan Semiconductor have to do everything by yourself."

"The cost of the final chip may be higher than that of others."

Chris wasn't talking nonsense.

In fact, this is an important obstacle to the development of Huaxia's chip industry.

The things you produce are backward, and the cost is higher than others.

How does this make customers choose you?

Some people who advocate engaging in trade and not engaging in technology on their own come up with these arguments.

"Chris, don't worry, the final price of our automotive-grade chips will definitely not be more expensive than the ones purchased outside."

"Although the production cost of automotive-grade chips from chip manufacturers such as Infili and NXP may be lower than ours, the price is much higher than the factory price when it is finally installed on our parts after the price increase of various trading companies and agents."

"And Nanshan Semiconductor directly supplies Nanshan auto parts, and this cost is definitely lower than the price of our other chips."

Cao Yang also changed his perspective to explain this cost change to Chris.

His statement is obviously also reasonable.

One is direct procurement, which eliminates all kinds of messy trade links in the middle.

One is that a bunch of companies in the middle are making money, and when it finally circulates to customers, it is no longer at the cost level of the ex-factory price.

It's like a pound of watermelon, the purchase price in the field is much worse than the selling price in the supermarket.

Automotive-grade chips are in a similar situation.

Most parts companies do not have the strength to directly talk to chip manufacturers like Infineon, and other chip manufacturers do not want to have so many customers.

Therefore, it is inevitable to sell chips through agents and trading companies at all levels.

Unless Bosch, Continental and a few other particularly powerful parts companies, that's another matter.

"You have a point, but I want to remind you that automotive-grade chips are not that easy to do."

"Now you have spent so much money just to acquire an NVIDIA, and when the time comes, it will cost you more money to get out all kinds of automotive-grade chips."

"It's better for me to directly help you contact the general agents of some chip manufacturers, maybe you can get a more favorable price."

After a big circle, Chris said his core purpose.

As Ford's purchasing director, his circle of friends is certainly very broad.

It is not a big problem to help Cao Yang introduce the general agent of a chip manufacturer.

Maybe he can get some additional benefits in the process of introduction.

After all, there is actually competition between different chip manufacturers.

There is not only one company producing automotive-grade chips.

"Chris, it would be great if you could introduce us to it."

"As for the automotive-grade chips we produce ourselves, the funds have already been invested, and we still have to do it."

"But several lines are carried out at the same time, and we will see the results before making a decision."

Cao Yang replied like this, but Chris had nothing to say.

However, Chris's goal has basically been achieved, and this conversation can be regarded as effective.

(End of chapter)